Brewin Dolphin Wealth Management’s Marsh MRSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $345K | Hold |
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|
2022
Q1 | $379K | Hold |
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|
2021
Q4 | $387K | Hold |
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|
2021
Q3 | $337K | Buy |
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|
2021
Q2 | $265K | Hold |
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|
2021
Q1 | $230K | Sell |
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|
2020
Q4 | $229K | Sell |
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|
2020
Q3 | $236K | Sell |
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|
2020
Q2 | $253K | Hold |
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|
2020
Q1 | $204K | Sell |
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|
2019
Q4 | $268K | Sell |
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|
2019
Q3 | $246K | Hold |
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|
2019
Q2 | $245K | Hold |
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|
2019
Q1 | $231K | Hold |
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|
2018
Q4 | $196K | Hold |
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|
2018
Q3 | $203K | Hold |
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|
2018
Q2 | $202K | Hold |
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|
2018
Q1 | $203K | Hold |
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|
2017
Q4 | $200K | Hold |
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|
2017
Q3 | $206K | Buy |
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